About Us

About HD Vest – A Quiet Brand With a Big Presence

For the last 30 years of our firm’s history, our sole purpose has been to support independent Advisors providing financial services to their clients and helping those clients to retire in financial dignity. We have been unwavering in that commitment.

Let us introduce ourselves. We are HD Vest Financial Services®.

At HD Vest, we believe that all aspects of your financial picture should be given equal emphasis, including the impact of taxes on both short- and long-term financial decisions. That’s the reason we set out to reinvent the way financial services were delivered more than 30 years ago, introducing a comprehensive approach to total wealth management delivered by your most trusted Advisor, one whose roots are planted in tax advice.

HD Vest’s Mission – Placing Advisors First

To provide trusted independent advisors throughout the United States with the ability to support the rising demand from mass affluent retail investors for financial advice. We do so through tailored training, practice management support, turnkey asset management solutions, comprehensive marketing and technology platforms, and the opportunity to share best practices and obtain peer group mentoring.

Heritage & Innovation –Empowering Financial Professionals

Today, with approximately $38 billion in assets1, headquartered in Irving, Texas, HD Vest has pioneered a unique model of empowering tax and accounting professionals to provide comprehensive investment planning services, as well as supporting financial advisors in the independent broker/dealer industry. This model represents the next logical stage of evolution for the independent financial advice industry overall.

HD Vest Financial Services and its affiliates (collectively, “HD Vest, Inc.”) do not provide legal, tax or accounting services. You should consult your tax and legal professional regarding the tax and estate planning implications of any investments.